TrueAdvisor
TrueAdvisor
GB
GB

Geoffrey Bright

Stifel Independent Advisors, LLC
21 Years of Experience
St. Louis, MO
Broker
View SEC Summary
View SEC Summary

Geoffrey Bright is a registered investment advisor at Stifel Independent Advisors, LLC, based in St. Louis, MO, with 21 years of industry experience. Geoffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7,902 clients with $5B in assets under management.

Stifel Independent Advisors, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
7,902 clients
Average Client Portfolio
$634K average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees can go up to 1.00% for the Summit program and vary by specific wrap fee program or strategy. Actual fees are set out in the fee schedule of your advisory agreement and are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

501 N. Broadway, St. Louis, MO, 63102

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Geoffrey serves as an arbitrator in FINRA arbitration cases since 2019, dedicating minimal time. He is also a board member for Susan G. Komen Missouri & Kansas since April 2024, spending minimal time per quarter.

Employment History
Current Registrations
Stifel Independent Advisors, LLC
October 2009 - Present · 17 yrs
Stifel Independent Advisors, LLCBroker
October 2009 - Present · 17 yrs
Stifel, Nicolaus & Company, Incorporated
June 2005 - Present · 21 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2005 - Present · 21 yrs 7 mos
State Registrations3 states
ILKSMO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in St. Louis, MO →All financial advisors in Missouri →